Jodi Michelle Detwiler
Investment adviser representative at Principal Securities, Inc.
11 yearsExperience
2 statesRegistered in
$17BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Principal Securities, Inc.Sep 2020 to now
- Principal Life Insurance CompanySep 2020 to now
- UnemployedJan 2020 to Sep 2020
- Edward JonesOct 2019 to Jan 2020
- AXA Advisors, LLCOct 2018 to Oct 2019
- UnemploymentJul 2018 to Sep 2018
- Verizon WirelessSep 2009 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6961872
- Firm CRD
- 1137